See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,850 | $84,527-28.0% | $67,711-10.1% | $125,391-51.5% |
| Participation rate | 57.1% | 74.8%-17.6pp | 67.5%-10.4pp | 83.2%-26.0pp |
| Annual return | 1.53% | 2.57%-1.0pp | 25.41%-23.9pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,639 | $3,292-50.2% | $2,559-36.0% | $4,866-66.3% |
| Participant deferral / active EE | $6,276 | $4,429+41.7% | $3,585+75.1% | $5,352+17.3% |
| Admin fee / account holder | $13 | $5,340-99.8% | $4,255-99.7% | $9,540-99.9% |